Goldman Sachs has indicated that the aluminium market is expected to remain tight in the near term due to ongoing outages in West Asia. Although an interim deal may lead to the reopening of the Strait of Hormuz, aluminium smelters in the region cannot immediately resume full production. This is because damaged potlines require repairs, and curtailed production capacity must be restarted gradually. These operational challenges will continue to constrain aluminium supply, impacting global markets. The situation underscores the complexities involved in restoring industrial output even after geopolitical tensions ease. Even if the Strait of Hormuz reopens under the announced interim deal, smelters cannot immediately return to full capacity as damaged potlines need repairs and curtailed capacity must be restarted gradually.